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CIK: 0000933429
Total reported value
$7.9B
$7.9B
2279 檔
23.6%
During the Q4 2025 filing period, UMB Bank, n.a. (CIK: 0000933429) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.9B across 2279 reported positions.
In Q4 2025, UMB Bank, n.a. displayed an active expansion posture, initiating 25 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2279 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UMBF | Umb Financial CORP | Stock-Financials | 7.36% | +1.01% | +11.44% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.28% | +0.29% | +5.25% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.44% | -0.04% | +3.25% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.25% | +4.91% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.32% | +0.10% | -1.99% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.04% | +0.30% | +3.83% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.30% | +0.19% | +4.18% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | +0.06% | +2.72% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.19% | +6.09% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.60% | +0.01% | -4.80% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.53% | -0.03% | -1.92% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.46% | -0.07% | -20.77% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | -0.08% | +41.05% | |
| 14 | PGR | Progressive CORP | Stock-Financials | 1.31% | — | +0.06% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.24% | +0.10% | +6.52% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.16% | -1.44% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.10% | +0.04% | +492.83% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.11% | -2.33% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.20% | +2.39% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.07% | +9.19% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.21% | +9.12% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.98% | -0.02% | +384.87% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | -0.12% | -0.86% | |
| 24 | GVI | Ishares Intermediate Governm | ETF-Other | 0.96% | -0.13% | -14.01% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.92% | +0.03% | -4.84% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.10% | -1.34% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.02% | -2.29% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | — | +0.34% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.78% | -0.41% | +8.98% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.02% | +2.90% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.09% | +2.28% | |
| 32 | APH | Amphenol Corp-cl A | Stock-Tech | 0.66% | +0.14% | -2.94% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.26% | +3.02% | |
| 34 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.64% | -0.13% | — | |
| 35 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.63% | +0.09% | +4731.87% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | +0.09% | +5.97% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.60% | -0.07% | -52.41% | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.57% | -0.05% | +13.14% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.06% | +7.07% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.04% | +4.13% | |
| 41 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.55% | -0.07% | -0.76% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.13% | +3.20% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.03% | +1.99% | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.52% | -0.13% | +1.20% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.50% | -0.05% | +1207320.45% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.10% | -2.18% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.50% | -0.09% | -0.92% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.24% | +39.79% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.48% | +0.08% | +10.46% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.48% | -0.03% | -3.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.9% | +492.83% | Add |
| 2 | VTV | Vanguard Value ETF | +0.8% | +384.87% | Add |
| 3 | JQUA | Jpmorgan US Quality Factor | +0.6% | +4731.87% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.83% | Add |
| 5 | EFV | Ishares Msci Eafe Value ETF | +0.5% | +1207320.45% | Add |
| 6 | EFG | Ishares Msci Eafe Growth ETF | +0.4% | +10060.08% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +41.05% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | -1.44% | Trim |
| 9 | QAI | Nyli Hdg Multi-str Trk ETF | +0.2% | +1022.93% | Add |
| 10 | GEV | GE Vernova Inc | +0.2% | +113.12% | Add |
| 11 | MDT | Medtronic plc | +0.2% | +108.60% | Add |
| 12 | CAT | Caterpillar Inc | +0.2% | +39.79% | Add |
| 13 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +28358.38% | Add |
| 14 | BND | Vanguard Total Bond Market | +0.2% | +464.67% | Add |
| 15 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +83.81% | Add |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +1038.97% | Add |
| 17 | AMD | Advanced Micro Devices | +0.2% | +99.51% | Add |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.2% | +300.59% | Add |
| 19 | MU | Micron Technology Inc | +0.1% | +153.00% | Add |
| 20 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | +33682.95% | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +7.07% | Add |
| 22 | RTX | Rtx CORP | +0.1% | +36.56% | Add |
| 23 | USB | US Bancorp | +0.1% | +195.29% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +9.19% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +108.64% | Add |
| 26 | ANET | Arista Networks Inc | +0.1% | +1268.87% | Add |
| 27 | AMGN | Amgen Inc | +0.1% | +71.77% | Add |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +66.33% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +39.85% | Add |
| 30 | EQT | Eqt CORP | +0.1% | +77.57% | Add |
| 31 | ADX | Adams Diversified Equity | +0.1% | +8591.10% | Add |
| 32 | WMT | Walmart Inc | +0.1% | +9.12% | Add |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +6347.50% | Add |
| 34 | LOW | Lowe's Cos Inc | +0.1% | +133.02% | Add |
| 35 | DELL | Dell Technologies -c | +0.1% | +2276.35% | Add |
| 36 | SBUX | Starbucks CORP | 0% | +98.31% | Add |
| 37 | VNQ | Vanguard Real Estate ETF | 0% | +106.27% | Add |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +2857.86% | Add |
| 39 | PH | Parker Hannifin CORP | 0% | +1.20% | Add |
| 40 | ABBV | Abbvie Inc | 0% | +20.89% | Add |
| 41 | ISRG | Intuitive Surgical Inc | 0% | -3.84% | Trim |
| 42 | ZTS | Zoetis Inc | 0% | +52.02% | Add |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +70.38% | Add |
| 44 | VOO | Vanguard S&p 500 ETF | 0% | +37.05% | Add |
| 45 | VXUS | Vanguard Total Intl Stock | 0% | +1428.43% | Add |
| 46 | DDOG | Datadog Inc - Class A | 0% | +1023.36% | Add |
| 47 | XLB | Ss Materials Select Sector | 0% | +7958.99% | Add |
| 48 | VV | Vanguard Large-cap ETF | 0% | +537.22% | Add |
| 49 | MS | Morgan Stanley | 0% | +4.31% | Add |
| 50 | TMO | Thermo Fisher Scientific Inc | 0% | +0.26% | Add |
According to official SEC Form 13F filings, UMB Bank, n.a. reported a total U.S. public equity portfolio value of $7.9B across 2279 disclosed positions in Q4 2025.
During Q4 2025, UMB Bank, n.a.'s top holdings by market value included UMBF (7.4%)、IVV (6.3%)、AAPL (4.4%). The largest single position, UMBF, represented 7.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including UMBF, IVV, AAPL) accounted for 23.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
ITM
市值: $48.3M
Top Position Liquidated / Trimmed
LIBERTY GLOBAL LTD
前期市值: $22.6M
In Q4 2025, UMB Bank, n.a. made 200 total portfolio adjustments, initiating 25 new buys, adding to 103 positions, trimming 68 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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